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CHRISTOPHER WEIL & CO INC
THE WEIL COMPANY
CRD 22090 · SEC 801-42757
11236 EL CAMINO REAL, SUITE 200, SAN DIEGO, CA, 92130, United States
Phone
858-724-6040
Fax
858-724-6080
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$896.2M
Discretionary AUM
$876.9M
Team
16 total employees; 7 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 242 | $89.1M |
| High net worth individuals | 261 | $784.7M |
| Pension/profit sharing plans | 7 | $12.9M |
| Charitable organizations | 4 | $6.6M |
| Corporations/business entities | 5 | $3.0M |
States served
AZ, CA, CO, LA, MA, NV, NY, OR, VA, WA, TX, HI
All web addresses on file
Official SEC filing: View on IAPD